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First Trust Direct Indexing’s Piedmont Realty Trust PDM Stock Holding History

First Trust Direct Indexing’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,783
Closed -$149K – 654
2024
Q3 		$149K Buy
14,783
+431
+3% +$3.84K 0.01% 940
2024
Q2 		$104K Buy
14,352
+3,991
+39% +$27.7K 0.01% 880
2024
Q1 		$72.8K Buy
+10,361
New +$69.4K 0.01% 793

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Direct Indexing's PDM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 14,783 shares — an estimated $149K sold.

First Trust Direct Indexing first reported a position in PDM in Q1 2024 and held it in 3 quarters. The position peaked at $149K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,783 Piedmont Realty Trust shares in Q4 2024, an estimated $149K.
  • First Trust Direct Indexing first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's Piedmont Realty Trust position peaked at $149K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.